Recent Blog Posts

Day: February 25, 2022

You May be Managing Your Producers WRONG!

February 25, 2022

Are you an agency principal that’s getting frustrated with your producer’s lack of production? Well, I hate to rain on your parade, but you might

Proven Strategies for Building a Strong Remote Team: Using Job Descriptions, KPIs, and Core Values to Drive Accountability and Growth

May 7, 2025

As commercial insurance agencies scale, especially in the middle-market space, the producer mindset that got the business off the ground often becomes the very thing that holds it back. Most agency owners start out as salespeople—laser-focused on closing deals, not writing job descriptions. But when your team starts to grow,

From High Deductible Workers’ Comp to Scalable Growth: How Insurance Agency Can Leverage Alternative Risk, Virtual Teams, and Marketing Automation – A Conversation with Eric Stein

May 7, 2025

The commercial insurance industry is undergoing a transformation, especially for agencies working in the middle market. As traditional models face increasing pressure from rate hikes, market consolidation, and technology shifts, savvy agency owners and producers are finding new ways to grow, scale, and protect their margins. Three key strategies are

Aligning Remote Workforce Productivity with Core Values: A KPI-Driven Strategy for Insurance Agencies

May 1, 2025

The insurance industry has changed drastically in recent years, with one of the most significant shifts being the rise of the remote workforce. While remote work has opened new doors for talent acquisition and operational flexibility, it has also exposed a glaring weakness in many agencies: the lack of a

Unlocking the Future of Insurance Operations: AI, Clean Data, and the CRM Revolution – A Conversation with David LeFevre

April 29, 2025

The insurance industry is at a technological crossroads. For decades, operations have been fragmented, with multiple systems, manual workflows, and siloed data defining how agencies function. But the rise of artificial intelligence (AI), cloud-based CRM, and integration tools is ushering in a new era—one where automation, real-time insights, and seamless client experiences are possible.

Unlocking Producer Equity in Insurance Agencies: Deferred Compensation, Phantom Equity, and Perpetuation Strategies That Work – A Conversation with Colby Allen

April 24, 2025

The challenge of recruiting and retaining top-producing talent has pushed many agency principals to rethink how they reward long-term performance and loyalty. One of the most discussed—but also misunderstood—topics is producer equity. Producer equity is often conflated with ownership, but it goes far beyond simply handing out shares. It’s a

Building a High-Performing Remote Insurance Team Through Core Values and Culture

April 24, 2025

As the commercial insurance industry continues to evolve, independent agencies face mounting pressure from large brokerages that have the financial horsepower and digital infrastructure to lure away top talent. While these larger players are building centralized hubs of operations, smaller and mid-sized agencies must take a different route to compete: